“While there are many factors that affect long-term success of an AMS, one underlying factor is user adoption. User adoption reflects how well (or not) the staff takes to using the new database.” -Wes Trochlil, Association Consultant Using Salesforce? Trailhead Is...
Do you have daily, weekly, bi-weekly or monthly reports that are each run manually, printed and distributed to your team or director? If so, you can save hours a week leveraging one of the most powerful features of Nimble AMS and the salesforce.com platform: Scheduled...
Let’s review the process to refund credit card purchases in Nimble AMS–one of our favorite questions during implementations. Whether it’s an event cancellation, an accidental overpayment on an invoice or a merchandise return, credit card payment...
The other day I was working with a client who needed to log an activity for a contact record, and it wasn’t a “call.” Staff was confused by the “Log a Call” button. Although it’d be great to simply update this button’s label...
There is one word many organizations shudder at when they hear it: change. Whether it’s implementing a new management system, a new website, or upgrading existing products, association staff is very concerned with how change will impact network...
